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Retirement plan advisory services

Designing plans to attract and retain talent

As an employer, you know that providing effective retirement plans isn’t just the right thing to do — it is a critical differentiator to the talented people your company needs to succeed.

Your employees need well-designed plans with appropriate investment options, strong participant education programs and outstanding customer service. Your company needs that and more — you need to work with advisors that understand your business goals, your fiduciary responsibilities and the regulatory environment in which qualified plans operate.

RSM offers employee retirement plan services to help you meet these responsibilities so you can focus on what you do best — running your business.

Related insights

IRS expands determination letter process for certain retirement plans

TAX ALERT

IRS expands determination letter process for certain retirement plans

Internal Revenue Service expands determination letter process to statutory hybrids and merged plans, effective Sept. 1, 2019.

  • Joni Andrioff, Keandra Greene
  • |
  • May 03, 2019

INSIGHT ARTICLE

Retirement Report: Second Quarter 2019

Your retirement plan serves as a vehicle to attract and retain top talent. Examining plan analytics can help evaluate its success.

  • April 17, 2019

ARTICLE

Retirement Report: First Quarter 2019

In this issue, we discuss Form 550 red flags, plus why collective investment trusts are a growing investment vehicle within 401(k) plans.

  • January 25, 2019
Nonqualified deferred compensation plan FAQs for employers

INSIGHT ARTICLE

Nonqualified deferred compensation plan FAQs for employers

When setting up or managing nonqualified deferred compensation plans, employers should consider several key questions.

  • Anne Bushman, Keandra Greene, Karen Field
  • |
  • December 06, 2018

INSIGHT ARTICLE

Retirement Report: Fourth Quarter 2018

Your retirement plan serves as a vehicle to attract and retain top talent. Examining plan analytics can help evaluate its success.

  • November 28, 2018
IRS releases annual retirement plan limitations

TAX ALERT

IRS releases annual retirement plan limitations

Most retirement plan limitations see small increases from 2018 to 2019, including IRAs for the first time since 2013.

  • Anne Bushman
  • |
  • November 02, 2018

INSIGHT ARTICLE

Retirement Report: Third Quarter 2018

In this issue, we discuss how to prepare for an IRS audit, plus tips for preventing uncashed retirement payments.

  • July 31, 2018
Tax reform, retirement plans and business ownership

INSIGHT ARTICLE

Tax reform, retirement plans and business ownership

Business owners need to consider the impact tax reform has on the benefits of retirement plan contributions.

  • Bill O’Malley
  • |
  • June 05, 2018

INSIGHT ARTICLE

Retirement Report: Second Quarter 2018

In this issue, we discuss what happens when employee deferrals are late and the economy's impact on retirement plans.

  • May 08, 2018
401(k) deferral limit increases for 2018

TAX ALERT

401(k) deferral limit increases for 2018

The IRS released its annual retirement plan limitations for 2018 with few increases, while others remain the same.

  • Anne Bushman, Keandra Greene
  • |
  • October 23, 2017